Client Services

Portfolio Monitoring

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about G&E’s monitoring services.

G&E provides a full spectrum of services to its investor clients, including comprehensive case monitoring and evaluation, as well as analysis and identification of new and potential litigation. The Firm offers clients the opportunity to become aware at the early stage of any legal actions that may impact their investments, and presents opportunities to launch shareholder actions to improve corporate governance and accountability, and to address securities law violations or breaches of fiduciary duties.

G&E monitors all new and potential litigation in the areas of shareholder derivative actions and federal securities fraud litigation at no charge to its clients. The Firm tracks pending cases as well as financial and business news that may ultimately result in private litigation or claims by federal or state regulators. 

Timely information makes institutional investors more effective watchdogs for their shareholders, so G&E’s monitoring clients appreciate that they can:

  • Learn about existing and potential class action litigation in time to participate in a meaningful way as a lead plaintiff or class member;
  • Learn about corporate mismanagement, abuse and fraud that are damaging (or may damage) the client’s return on investment;
  • Discover situations where an individual, opt-out action would likely maximize the client’s loss recovery;
  • Avoid missing deadlines for filing legal claims and proxy resolutions; and
  • Prevent or minimize losses by pursuing opportunities to improve corporate governance.

Unlike many other firms, G&E uses only in-house systems and resources to perform all monitoring services, which are specifically designed to ensure a secure and reliable platform that meets the highest standards of information security.

Monitoring reports are individually tailored for each client and can be delivered in a variety of formats, including online through a secure client-access site.

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